CoreCap Advisors’s AGNT Inc AGNT Stock Holding History

CoreCap Advisors’s Portfolio AGNT Stock Details AGNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.67K	Hold	1,546	–	–	﹤0.01%	2234
2026 Q2	$8.36K	Hold	1,546	–	–	﹤0.01%	2126
2026 Q1	$9.26K	Hold	1,546	–	–	﹤0.01%	1973
2025 Q4	$14K	Hold	1,546	–	–	﹤0.01%	1824
2025 Q3	$16.5K	Hold	1,546	–	–	﹤0.01%	1744
2025 Q2	$14.1K	Sell	1,546 -532	-26%	-$4.64K	﹤0.01%	1734
2025 Q1	$20.3K	Buy	2,078 +532	+34%	+$5.65K	﹤0.01%	1522
2024 Q4	$17.8K	Buy	1,546 +9	+0.6%	+$119	﹤0.01%	1577
2024 Q3	$21.7K	Buy	1,537 +32	+2%	+$412	﹤0.01%	1522
2024 Q2	$17K	Hold	1,505	–	–	﹤0.01%	952
2024 Q1	$15.5K	Buy	+1,505	New	+$18.5K	﹤0.01%	1587
2022 Q4	$16.7K	Buy	+1,505	New	+$18.2K	﹤0.01%	1363
2022 Q3	–	Sell	-1,505	Closed	-$18K	–	1016
2022 Q2	$18K	Buy	+1,505	New	+$21.8K	﹤0.01%	1275
2022 Q1	–	Sell	-1,500	Closed	-$51K	–	1023
2021 Q4	$51K	Buy	+1,500	New	+$61.8K	﹤0.01%	991

Other funds holding AGNT

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

CoreCap Advisors's AGNT Position: Q3 2026 in Review

CoreCap Advisors held its AGNT Inc (AGNT) position steady in Q3 2026 at 1,546 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

CoreCap Advisors first reported a position in AGNT in Q4 2021 and has held it in 14 quarters since. The position peaked at $51K in Q4 2021. 12 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

CoreCap Advisors held 1,546 shares of AGNT Inc worth $5.67K as of Q3 2026.
CoreCap Advisors left its AGNT Inc share count unchanged in Q3 2026.
AGNT Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2234 holding.
CoreCap Advisors first reported a position in AGNT Inc in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's AGNT Inc position peaked at $51K in Q4 2021.
12 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.